Energy Upgrade California

BASICS Marketing and Sales Training

About Energy Upgrade California

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Energy Upgrade California Overview

Energy Upgrade CaliforniaTM

delivers the tools and resources

that make it easy for property

owners to improve energy and

water efficiency, save money,

increase home comfort and help

the environment.

www.EnergyUpgradeCA.org

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Unprecedented Collaboration

• Partnership between the California Energy Commission and Public Utilities Commission

• Collaboration with the local city and county governments, investor-owned utilities and municipally-owned utilities

• Vision: Create a sustained home performance industry and transform the market for energy efficient existing home retrofits

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Statewide Goals

• Upgrade 100,000 homes by 2013 (~1%)

• Create 12,000 construction-related jobs

• Complete 2,000 test-in/test-outs

• Evolve thinking to Whole House approach

• Reduce greenhouse gas emissions

• Improve air quality and health

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Whole House Approach

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INSULATION

AIR SEALING

DUCT SEALING

HVAC SYSTEM

COMBUSTION SAFETY

Energy Upgrade California is…

• One-Stop Shop for homeowners and contractors

• Consolidated information on rebates and financing available in your area

• Reliable information on home energy upgrades

• Qualified Energy Upgrade Contractor and Rater listings

• Workforce development and training opportunities for contractors and raters

• Quality Assurance on all Energy Upgrade jobs

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Program Focus

BASIC UPGRADE ADVANCED UPGRADE

$1,000 (or more depending on county)

Up to $4,000 (or more depending on county)

10% Energy Savings 15-40% Energy Savings

Required elements: • Air Sealing • Attic Insulation • Duct Sealing • Hot Water Pipe Insulation • Thermostatic Shut-Off Valve • Combustion Safety Testing

Required elements: • Energy Assessment from

BPI Certified Participating Contractor • All measures in Basic Package • Combination of custom elements to

achieve baseline Energy Savings • Combustion Safety Testing

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Program Benefit Summary

• Make your home more comfortable

• Potentially lower your utility bills

• Improve home efficiency

• Receive rebates and incentives

• Take a Whole House approach

• Help the environment

• Boost your local economy

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Property Owner Eligibility for Upgrade Rebates

• Participating Utilities include PG&E, SCE, SoCal Gas, SDG&E and SMUD

• Local Government vary from County to County

• Utility Company gas or electric customer (no propane)

• Single-family detached residences

– Existing homes (not new construction)

– Property owners do not need to reside in home

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Participating Contractors

• Have attended Energy Upgrade California Participation Workshop

• Valid CA contractors license, bonding, applicable regional insurance

• Are qualified to submit documentation to IOUs for reporting

• Certified by Building Performance Institute (BPI); minimum Building Analyst on staff

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Utility Rebate Scope

Whole House Rebates Do Not Cover…

• New homes

• Commercial and Multi-Family properties

• Single measures such as HVAC and windows and water efficiency

• Solar

• Load control

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What is our Call to Action?

www.EnergyUpgradeCA.org

GO TO THE WEBSITE!

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Goals for Contractors and Raters

• Develop a sustained market for Home Energy Ratings

• Provide training opportunities

• Encourage partnerships among Independent Whole-House Raters and Participating Contractors

• Support efforts to promote Home Energy Ratings and build demand for energy upgrades

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Home Energy Rating Rebates

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Statewide HERS Rebate

Up to $500 available for Whole-House Home Energy Rating

UPGRADE COMPLETED

$300 TEST-IN

$200 TEST-OUT

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Eligibility

Owner Requirements

• Single-family residences

• Multifamily in pilot areas

• No commercial Rater Requirements • Whole-House Independent Rater or HERS BPC

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Rebate

WHOLE-HOUSE HOME ENERGY RATING INCENTIVE

LOCAL CITY AND COUNTY REBATES

UTILITY WHOLE-HOUSE INCENTIVES

ENERGY EFFICIENCY LOANS (CHF & EEM)

Independent Whole-House Rater

√

Rating only

rebates, unless

working with

participating

contractor

If working with a participating

contractor

√

(HERS BPC) Participating Contractor

√

√

√

(Non-HERS BPC) Participating Contractor

If working with Independent

Rater

√

√

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Rater-Contractor Partnerships

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Raters and Contractors

• Fostering relationships that benefit consumers

• Understanding the need for Independent Raters

• Increasing outreach and networking

INDEPENDENT WHOLE-HOUSE

RATERS

ENERGY UPGRADE

CONTRACTORS

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• Stand Alone Services

• Energy Rating • Rater can provide

data to multiple contractors

• Energy Assessment (minus CAS)

• Energy Rating • Loan Qualification • Code Compliance

• Contractor recommends rating for Loan Qualification and/or Code Compliance

Independent Rater Option

Additional Service Option

• Contractor and Rater Work Together

• BPI certified • Lead Generation • All Services

Provided

Partnership Option

Building Performance Contractor Option

• Contractor is or has BPC Certified Rater on Staff

• All Services Provided

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Market Research

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Market Research 2010-2011

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• Phone Surveys

• Focus Groups

• Contractor/Rater Interviews

• Best Practices

Market Research Findings

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• Utility bill savings

• Home comfort

• Health

• Environment

The Energy Assessment

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Whether completed as part of an Energy Rating or an Advanced Upgrade, homeowners perceive the value of an energy assessment as a decision-making tool to help them

on their path toward greater efficiency.

Two Homeowner Types

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Type 1: The Skeptic •Wants to make their own decisions •Doesn’t want to be upsold •Feels they know what they need already

Type 2: The Overwhelmed •Doesn’t want to make a lot of decisions •Wants a one-stop-shop solution •Uncertain what they need

Talking About the Program

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Talking Points

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Energy Upgrade California is all about helping

homeowners:

• Save money through rebates

• Increase home comfort

• Save energy and protect the environment

Talking Points

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My role is to help you figure out what energy

improvements your home needs, how

much energy you can save, and how big a

rebate you could get.

Saving Money: Talking Points

• Energy Upgrade California can help you save up to

$4,000 on home improvements.

• The more energy you save, the bigger rebate you

qualify for.

• The first step is for us to take a look at your home

together and figure out the most important and

cost-effective energy upgrades you can make—

and which fixes to do first so you can get the most

bang for your buck.

Saving Money: Talking Points

You’d be amazed how much energy you can save!

For example… One family we worked with was

living in an older home. An energy test showed that

50% of the heated air flowing through their air ducts

was leaking out.

Essentially, they were losing 50 cents on every

dollar they spend on their home heating bills!

Increasing Home Comfort: Talking Points

What got them more excited was learning that an

energy upgrade would also make their home more

comfortable.

Because their attic didn't have a scrap of insulation,

it got so hot they couldn't even sleep in their

upstairs bedrooms in the summer.

So we recommended…

Increasing Home Comfort: Talking Points

• Most homes leak energy.

Too hot in the summer

Too drafty in the winter

• These easy fixes can really make

a big difference in making your

home more comfortable:

Add attic insulation

Seal leaky windows and doors

Reseal air ducts

Save Energy & Protect the Environment:

Talking Points

An energy upgrade can reduce a

home’s energy use by as much

as 40%.

Remember the family whose

home was leaking 50% of its

heat on cold days?

Sealing up air leaks not only

made their home more

comfortable to live in —

They were also proud to teach

their kids how they made their

home more environmentally

friendly by saving energy.

Save Energy & Protect the Environment:

Talking Points

Talking Points

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Ask questions, listen, find out what the

owner needs, and offer solutions to help

them achieve it.

Small Group Session

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Small Group

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Meet in your groups to discuss the scenarios and plan

a response for each.